Stratos Wealth Partners’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,358
| Closed | -$211K | – | 1487 |
|
2024
Q4 | $211K | Buy |
+1,358
| New | +$211K | ﹤0.01% | 1327 |
|
2024
Q3 | – | Sell |
-1,949
| Closed | -$241K | – | 1502 |
|
2024
Q2 | $241K | Sell |
1,949
-162
| -8% | -$20K | ﹤0.01% | 1184 |
|
2024
Q1 | $271K | Buy |
2,111
+133
| +7% | +$17.1K | ﹤0.01% | 1143 |
|
2023
Q4 | $221K | Buy |
+1,978
| New | +$221K | ﹤0.01% | 1230 |
|
2022
Q4 | – | Sell |
-2,720
| Closed | -$269K | – | 1179 |
|
2022
Q3 | $269K | Sell |
2,720
-1,067
| -28% | -$106K | 0.01% | 909 |
|
2022
Q2 | $339K | Buy |
+3,787
| New | +$339K | 0.01% | 880 |
|
2018
Q4 | – | Sell |
-344
| Closed | -$21K | – | 2141 |
|
2018
Q3 | $21K | Buy |
+344
| New | +$21K | ﹤0.01% | 1858 |
|
2018
Q2 | – | Sell |
-1,266
| Closed | -$75K | – | 2232 |
|
2018
Q1 | $75K | Buy |
1,266
+525
| +71% | +$31.1K | ﹤0.01% | 1352 |
|
2017
Q4 | $44K | Buy |
+741
| New | +$44K | ﹤0.01% | 1578 |
|